Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,633,094
+$2,625,816 QoQ
Shares Held
120,830
+97.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#283
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Abundance Wealth Counselors holds $13,207,460 across 9 Utilities - Regulated Electric names. EXC ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
120,830 | $5,633,094 | |
| 2 | D |
Dominion Energy, Inc
|
41,553 | $2,837,654 | |
| 3 | CIG |
Energy Co Of Minas Gerais
|
886,567 | $1,861,790 | |
| 4 | EIX |
Edison International
|
9,979 | $742,936 | |
| 5 | PCG |
PG&E Corp
|
41,771 | $702,588 | |
| 6 | ES |
Eversource Energy
|
5,652 | $408,470 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,823 | $391,434 | |
| 8 | NEE |
Nextera Energy Inc
|
4,391 | $385,398 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,633,094 | 120,830 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,007,278 | 61,348 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,683,923 | 61,572 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,745,204 | 60,991 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,528,954 | 58,244 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,498,181 | 54,214 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,756,809 | 46,674 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,778,158 | 43,851 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $801,913 | 23,170 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $784,461 | 20,880 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $675,997 | 18,830 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $599,160 | 15,855 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $632,121 | 15,516 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $665,883 | 15,896 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,552,212 | 59,038 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,375,900 | 63,425 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,785,140 | 61,455 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,704,526 | 56,782 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,195,053 | 55,316 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,673,345 | 55,303 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,398,769 | 54,136 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,798,152 | 41,110 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,557,916 | 36,900 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,244,482 | 34,801 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,005,960 | 27,720 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $313,658 | 8,521 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||